13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001082327
申報總市值
US$367.0億
US$367.0億
606 檔
5.5%
Fuller & Thaler Asset Management, Inc. 在 Q4 2024 季度的美股部位總計估值為 US$367.0億，分散於 606 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2024 期間，Fuller & Thaler Asset Management, Inc. 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 24 檔新建倉標的之中。
在資產配置集中度方面，Fuller & Thaler Asset Management, Inc. 的前 5 大核心持股（包含 KEY, CFG, GPK 等）合計佔整體申報市值的 5.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 606 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KEY | Keycorp | 股票-金融 | 1.76% | -0.20% | +4.07% | |
| 2 | CFG | Citizens Financial Group | 股票-金融 | 1.60% | — | +20.87% | |
| 3 | GPK | Graphic Packaging Holding Co | 股票-循環性消費 | 1.50% | -0.08% | +5.71% | |
| 4 | ONB | Old National Bancorp | 股票-金融 | 1.46% | -0.14% | -1.23% | |
| 5 | FNB | Fnb CORP | 股票-金融 | 1.37% | -0.14% | -1.74% | |
| 6 | DOC | Healthpeak Properties Inc | 股票-房地產 | 1.33% | +0.08% | +10.57% | |
| 7 | DVN | Devon Energy CORP | 股票-能源 | 1.29% | -0.27% | +42.78% | |
| 8 | AYI | Acuity Inc | 股票-工業 | 1.24% | +0.27% | +0.78% | |
| 9 | BERYEUR | Berry Global Group Inc | 股票-其他 | 1.14% | — | -0.68% | |
| 10 | EME | Emcor Group Inc | 股票-工業 | 1.14% | +0.27% | -10.44% | |
| 11 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 1.09% | -0.53% | +2.98% | |
| 12 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.04% | -0.41% | -16.10% | |
| 13 | AWI | Armstrong World Industries | 股票-工業 | 1.02% | -0.10% | -2.20% | |
| 14 | AGCO | Agco CORP | 股票-工業 | 0.97% | -0.16% | +1.48% | |
| 15 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.96% | +0.09% | +10.23% | |
| 16 | HRB | H&r Block Inc | 股票-循環性消費 | 0.94% | -0.05% | +12.52% | |
| 17 | SAIC | Science Applications Inte | 股票-科技 | 0.93% | +0.03% | +27.01% | |
| 18 | KMPR | Kemper CORP | 股票-其他 | 0.90% | -0.10% | -3.42% | |
| 19 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.89% | -0.31% | -2.39% | |
| 20 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.84% | -0.19% | -6.71% | |
| 21 | XRAY | Dentsply Sirona Inc | 股票-醫療保健 | 0.83% | -0.13% | +2.80% | |
| 22 | SR | Spire Inc | 股票-公用事業 | 0.83% | -0.14% | -3.84% | |
| 23 | ICUI | Icu Medical Inc | 股票-其他 | 0.82% | -0.01% | -1.27% | |
| 24 | MUSA | Murphy USA Inc | 股票-循環性消費 | 0.80% | +0.09% | -6.36% | |
| 25 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.77% | +0.08% | -3.05% | |
| 26 | UGI | Ugi CORP | 股票-公用事業 | 0.76% | -0.11% | -0.19% | |
| 27 | EXP | Eagle Materials Inc | 股票-原物料 | 0.73% | — | -0.19% | |
| 28 | GVA | Granite Construction Inc | 股票-工業 | 0.73% | -0.03% | -7.12% | |
| 29 | EVR | Evercore Inc - A | 股票-金融 | 0.73% | -0.04% | -5.53% | |
| 30 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 0.72% | +0.03% | +54.90% | |
| 31 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.72% | — | -20.14% | |
| 32 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.71% | -0.23% | -6.24% | |
| 33 | RRC | Range Resources CORP | 股票-能源 | 0.69% | -0.13% | +71.26% | |
| 34 | CMC | Commercial Metals Co | 股票-工業 | 0.68% | -0.41% | -12.56% | |
| 35 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.68% | -0.13% | -0.53% | |
| 36 | REZI | Resideo Technologies Inc | 股票-工業 | 0.66% | -0.14% | -1.06% | |
| 37 | POR | Portland General Electric Co | 股票-公用事業 | 0.65% | -0.16% | +19.14% | |
| 38 | BCO | Brink's Co/the | 股票-工業 | 0.63% | -0.12% | -0.06% | |
| 39 | MTCH | Match Group Inc | 股票-通訊服務 | 0.63% | +0.07% | +10.66% | |
| 40 | LKQ | Lkq CORP | 股票-循環性消費 | 0.63% | -0.12% | — | |
| 41 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 0.62% | -0.02% | -0.76% | |
| 42 | AAP | Advance Auto Parts Inc | 股票-循環性消費 | 0.62% | -0.12% | +11.21% | |
| 43 | CE | Celanese CORP | 股票-原物料 | 0.61% | -0.38% | +4506.68% | |
| 44 | CNO | Cno Financial Group Inc | 股票-金融 | 0.60% | -0.03% | +3.14% | |
| 45 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.60% | -0.09% | -20.98% | |
| 46 | MMSI | Merit Medical Systems Inc | 股票-醫療保健 | 0.60% | -0.19% | +2.29% | |
| 47 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 0.59% | -0.02% | +6.79% | |
| 48 | OLN | Olin CORP | 股票-原物料 | 0.58% | -0.27% | +11.47% | |
| 49 | FHB | First Hawaiian Inc | 股票-其他 | 0.57% | -0.06% | -0.55% | |
| 50 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.57% | +0.32% | -6.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | +0.6% | NEW | 新建倉 |
| 2 | CE | Celanese CORP | +0.6% | +4506.68% | 加碼 |
| 3 | PRMB | Primo Brands CORP | +0.5% | NEW | 新建倉 |
| 4 | RRC | Range Resources CORP | +0.3% | +71.26% | 加碼 |
| 5 | CFG | Citizens Financial Group | +0.3% | +20.87% | 加碼 |
| 6 | PTEN | Patterson-uti Energy Inc | +0.3% | +89.12% | 加碼 |
| 7 | ALAB | Astera Labs Inc | +0.3% | NEW | 新建倉 |
| 8 | EXEL | Exelixis Inc | +0.3% | +10.23% | 加碼 |
| 9 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | +117.38% | 加碼 |
| 10 | 8QR | Confluent Inc-class A | +0.2% | NEW | 新建倉 |
| 11 | BE | Bloom Energy Corp- A | +0.2% | NEW | 新建倉 |
| 12 | EAT | Brinker International Inc | +0.2% | NEW | 新建倉 |
| 13 | URBN | Urban Outfitters Inc | +0.2% | +183272.03% | 加碼 |
| 14 | CNMD | Conmed CORP | +0.2% | NEW | 新建倉 |
| 15 | WAY | Waystar Holding CORP | +0.2% | NEW | 新建倉 |
| 16 | AXTA | Axalta Coating Systems Ltd. | +0.2% | +54.90% | 加碼 |
| 17 | BILL | Bill Holdings Inc | +0.2% | NEW | 新建倉 |
| 18 | WFRD | Weatherford International plc | +0.2% | +181.70% | 加碼 |
| 19 | AMBA | Ambarella, Inc. | +0.2% | NEW | 新建倉 |
| 20 | FIVN | Five9 Inc | +0.2% | NEW | 新建倉 |
| 21 | FRSH | Freshworks Inc-cl A | +0.2% | NEW | 新建倉 |
| 22 | DVN | Devon Energy CORP | +0.2% | +42.78% | 加碼 |
| 23 | ST | Sensata Technologies Holding plc | +0.2% | +96.76% | 加碼 |
| 24 | VOO | Vanguard S&P 500 ETF | +0.2% | NEW | 新建倉 |
| 25 | FIVE | Five Below | +0.2% | NEW | 新建倉 |
| 26 | GFF | Griffon CORP | +0.2% | +95382.72% | 加碼 |
| 27 | UPST | Upstart Holdings Inc | +0.2% | NEW | 新建倉 |
| 28 | DORM | Dorman Products Inc | +0.2% | NEW | 新建倉 |
| 29 | INGR | Ingredion Inc | +0.2% | +536.59% | 加碼 |
| 30 | BWA | Borgwarner Inc | +0.2% | +8137.52% | 加碼 |
| 31 | ONB | Old National Bancorp | +0.2% | -1.23% | 減碼 |
| 32 | AAP | Advance Auto Parts Inc | +0.2% | +11.21% | 加碼 |
| 33 | AXON | Axon Enterprise Inc | +0.2% | +7.55% | 加碼 |
| 34 | TEX | Terex CORP | +0.2% | +94.79% | 加碼 |
| 35 | VSXY | Victoria's Secret & Co | +0.1% | +8.36% | 加碼 |
| 36 | AIZ | Assurant Inc | +0.1% | NEW | 新建倉 |
| 37 | MAT | Mattel Inc | +0.1% | NEW | 新建倉 |
| 38 | ALSN | Allison Transmission Holding | +0.1% | +2.98% | 加碼 |
| 39 | IDCC | Interdigital Inc | +0.1% | +3.60% | 加碼 |
| 40 | SMPL | Simply Good Foods Co/the | +0.1% | +10.63% | 加碼 |
| 41 | VAC | Marriott Vacations World | +0.1% | +5.75% | 加碼 |
| 42 | PLXS | Plexus CORP | +0.1% | NEW | 新建倉 |
| 43 | BROS | Dutch Bros Inc-class A | +0.1% | +9.03% | 加碼 |
| 44 | MAGN | Magnera CORP | +0.1% | NEW | 新建倉 |
| 45 | STRL | Sterling Infrastructure Inc | +0.1% | -2.39% | 減碼 |
| 46 | AXS | AXIS Capital Holdings Limited | +0.1% | +6.79% | 加碼 |
| 47 | INTA | Intapp Inc | +0.1% | +8.69% | 加碼 |
| 48 | VERX | Vertex Inc - Class A | +0.1% | +8.81% | 加碼 |
| 49 | BBWI | Bath & Body Works Inc | +0.1% | +28.44% | 加碼 |
| 50 | LITE | Lumentum Holdings Inc | +0.1% | +8.12% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fuller & Thaler Asset Management, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$367.0億，共申報了 606 個公開持股部位。
在 Q4 2024 季度，Fuller & Thaler Asset Management, Inc. 按市值排列的前三大核心持股分別為：KEY (1.8%)、CFG (1.6%)、GPK (1.5%)。其中最大持股部位 KEY 佔據整體投資組合約 1.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
LKQ
市值: US$1.7億
本季最大獲利了結 / 清倉標的
BCBUSD
前期市值: US$1.9億
在 Q4 2024 季度中，Fuller & Thaler Asset Management, Inc. 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 79 個部位、減碼 89 個部位以及清倉 8 個部位。 其中最大新建倉標的為 LKQ。 本季清倉部位包含 BCBUSD。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。